Blog

Russ Cohen

Daily Dividend Report: IBM,HON,F,WELL,SJW,WMB

The IBM board of directors today declared an increase in the regular quarterly cash dividend to $1.68 per common share, payable June 10, 2025 to stockholders of record as of May 9, 2025. This is the 30th year in a row that IBM has increased its quarterly cash dividend. IBM has paid consecutive quarterly dividends ...

Russ Cohen

Baidu vs. Tencent: Which Chinese AI Stock Is the Better Buy Now?

China’s tech giants Baidu BIDU and Tencent Holdings Limited TCEHY have both emerged as major players in the artificial intelligence (AI) race. Baidu – often called the “Google of China” – dominates Internet search and online advertising in its home market, while Tencent runs the ubiquitous WeChat super-app and a vast gaming and social media ...

Russ Cohen

Notable Wednesday Option Activity: SMCI, COST, TSLA

Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in Super Micro Computer Inc (Symbol: SMCI), where a total of 641,998 contracts have traded so far, representing approximately 64.2 million underlying shares. That amounts to about 146.8% of SMCI’s average daily trading volume over the past month of ...

Russ Cohen

Will Strong Services Offset Weak iPhone Sales for AAPL's Q2 Earnings?

Apple’s AAPL second-quarter fiscal 2025 results, to be reported on May 1, are expected to reflect stiff competition for iPhone in China. However, will continued strong growth in the Services business offset this headwind? iPhone sales are likely to have suffered from stiff competition in China from Chinese vendors, including Huawei and Xiaomi. A delay ...

Russ Cohen

PDD Holdings Plunges 13.6% in 6 Months: How Should You Play the Stock?

PDD Holdings Inc. PDD, the parent company of e-commerce platforms Pinduoduo and Temu, has experienced a troubling start to 2025, with shares plummeting 13.6% in the past six months. This performance has raised concerns among investors about the company’s near-term prospects, despite its impressive growth trajectory in previous years. As the stock continues to face ...

Russ Cohen

Still Time to Buy Spotify (SPOT) Stock After Q1 Earnings?

Despite missing its first quarter expectations on Tuesday, Spotify SPOT stock has risen +3% since its Q1 report to over $600 a share. That said, investors may be wondering if the rally in the music streaming giant’s stock can continue with SPOT up more than +35% year to date, to largely outperform the declines among the ...

Russ Cohen

3 Undervalued Growth Stocks Poised for Earnings Breakouts

Wall Street’s Q1 earnings season shifts into high gear as investors brace for quarterly results from the mega-cap tech companies. While most of the focus will be on the ‘Magnificent 7’ group of stocks, there are several undervalued growth names poised to deliver strong profit and sales growth. As such, investors should consider adding these ...

Russ Cohen

JNPR Set to Report Q1 Results: What's in the Offing for the Stock?

Juniper Networks, Inc. JNPR is set to release its first-quarter 2025 results on May 1, after the closing bell. The leading provider of networking solutions and communication devices is expected to report top-line growth year over year, driven by solid demand in multiple verticals. The company’s strong focus on AI advancement through innovation and strategic ...